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21 Ways Your Budgeting Process Puts Your Business At Risk

  • CPA (US)
  • CMA
  • CPA in Canada
  • CWS
  • CFIRS
  • Accountant/Bookkeeper/Tax Professionals
21 Ways Your Budgeting Process Puts Your Business At Risk

Free (Only Today)

0.5 Credit

Subject Area

Management Services
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Planning, budgeting and forecasting process has become more complicated as the business grows. There may be lots of chances of duplicacy, errors and missed deadlines when there are too many cooks in the kitchen.There is much more at risk and at the same time, you’ve got more riding on getting the business plans right.

Excel has become the most popular and common application used by businesses for all their planning, budgeting and forecasting needs. Excel is a more popular application than Microsoft Word in the organization. People are familiar with Excel and feel comfortable using it to track everything from their remaining vacation days to complex depreciation schedules. Therefore managing budgets through Excel is cost effective and doesn’t require in-depth training.

Despite its popularity, Excel - if not used properly - can lead to many issues. For important decisions such as budgeting, planning, and forecasting, it may erode the foundation. Further, with the increased popularity of decentralized management, only the top level managers have access to management of data spread across multiple locations, departments, and levels. If not corrected at initial level, decisions with multiple consequences may cost more time, or worse. 

This 0.5 CPE E-book directs you to the most common pitfalls of using Excel for decision making with sharp consequences. It will also help you understand that if not avoided in time how real these risks can get. Ensure the safety of your time and efforts with this specialized E-Book CPE course. 

Learning Objectives

  • To learn how to improve your budgeting technique by using excel efficiently
  • To minimize data errors 
  • To learn proper use of unsecured data and spreadsheets
  • To explain uncontrolled process and how to get them under control

Course Qualification

Webinar Qualifies For

  • 0.5 CPE Credit of Management Services for Certified Public Accountants (CPA-US)
  • 0.5 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPD Credit for CPA in Canada
  • 0.5 CPE Credit for Certified Management Accountants (CMA)
  • 0.5 CE Credit for Certified Wealth Strategist (CWS)
  • 0.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Alan Whitehouse

Chief Software Architect, True Sky

Alan Whitehouse is a software architect with over 25 years of experience helping organizations solve their business pains.  He has worked with hundreds of clients, spanning dozens of industries during his career.

 

He has had hands on experience implementing and designing solutions based around many of the world’s leading corporate performance management, enterprise resource planning and customer relationship management solutions. 

His education includes a Bachelor’s Degree in Economics and a Master’s Degree in Business Administration with a formal accounting concentration.   

About Company

True Sky

www.truesky.com/

True Sky is a robust budgeting, planning and forecasting solution that allows organizations to continue using the powerful and familiar interface of Excel while providing real-time access to information, increased process control, tighter security and greater accuracy.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
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